Form Your Company and Launch Services

These two pages cover the stretch between having an idea and having a business that exists on paper. Form Your Company walks you through picking an entity type and a state, checking the name against the state register, and producing the filing paperwork. Launch Services covers what a business needs once it exists: a registered agent, an address, a phone number, licenses, and filings such as a trademark or a DBA.

Both are one-off services rather than software you subscribe to, so nothing here is part of a plan. You order each piece when you need it, and what you order is tracked as an order you can come back to. Mail that arrives for your business, including summonses, state notices, and tax letters, lands in the official-mail inbox under Launch Services.

What's included

Page	What it's for
Form Your Company	The five-step filing wizard, your generated paperwork, stored records, and the compliance calendar
Launch Services	Ordering a registered agent, virtual address, business phone number, license research, and legal filings
Official mail	Everything received for your business, with the date you acknowledged each item

Getting started

1. Open Form Your Company from the sidebar, under Operations.
2. On State of formation, enter the two-letter code of the state you want to form in, then select Next.
3. On Choose your entity type, enter your Company name. SaaSy checks it against that state's business register.
4. Fill in What does your business do? and How many owners?, then select Recommend an entity type if you want a suggestion. Pick your final answer under Entity type; the choices are LLC, C-Corporation, S-Corporation, Sole Proprietorship, and Partnership.
5. On Registered agent, choose Use a registered-agent service or I'll be my own registered agent.
6. On Review & file, read the name-check result, the fee breakdown, and fill in Responsible party (optional) if you want it carried onto your SS-4 draft.
7. Select File my company.

If you already have a filing underway, the wizard says so above the steps ("You already have 1 filing in progress"), with View latest status, so you don't accidentally start a second one.

What SaaSy does and what you do yourself

This is the part to read closely, because it decides who actually files.

SaaSy prepares the filing. It does not, today, submit it to your Secretary of State for you. When you select File my company, the order is recorded, your filing packet is built from the answers you gave, and the status screen shows the order as self_serve. It explains that no filing partner is configured and your packet is prepared, then offers File with your state.

That link takes you to the state's own filing portal. You complete the filing there and pay the state directly. SaaSy holds the packet, the paperwork, and the deadline tracking around it.

So, concretely:

• SaaSy does: recommend an entity type, check the name against the state register, generate your Articles or Certificate and the supporting documents, draft the SS-4, keep your filed records, and track every recurring state deadline that follows.
• You do: submit the filing to the state, pay the state's filing fee, apply for your own EIN, and upload the stamped documents that come back.

Nothing is charged by SaaSy on a standard-speed filing. The review screen states it plainly: "Nothing is charged today: your filing goes at standard speed, and the [state] filing fee is paid to the state separately." The fee breakdown above that line is labelled Estimated first-year cost, which is what the year costs across all parties, not what any button collects.

Checking the name before you file

State filing fees are not refundable, so the wizard checks the name before you get to the file button. You'll see one of three verdicts as a badge: No conflict found, Conflict on the register, or Not verified.

SaaSy reads three state registers directly: California, Delaware, and New York. For every other state and the District of Columbia it holds the official business-search link instead, and the verdict comes back Not verified with a Search [state] yourself link. That is the expected answer for most states, not a failure.

Where the verdict is anything other than a clean No conflict found, the review step asks you to tick a box confirming you understand the name has not been cleared, that state filing fees are not refundable, and that your filing may be rejected. Ticking it is required before File my company becomes available. It never blocks you outright; you can always proceed.

Every verdict includes an advisory notice: this is not a legal clearance or a name reservation. The Secretary of State decides availability at filing time, and availability can change at any moment.

Getting an EIN

SaaSy does not apply for your EIN. There is no automated IRS interface, so the application is yours to submit. What SaaSy does is prepare it and hold the result.

1. On Review & file, fill in Responsible party (optional) with the person the IRS lists as controlling the entity. It is carried onto the SS-4 draft in your filing packet. Leave it blank to complete that yourself.
2. Apply at the IRS once your entity is formed. Applying online issues the number immediately; Form SS-4 by mail or fax takes considerably longer.
3. When the IRS sends your confirmation letter, upload it under Stored records on the status screen, choosing EIN confirmation letter (CP-575). That letter prints your EIN in readable type, so SaaSy stores it encrypted.

A sole proprietorship does not need an EIN unless you hire employees; your filing packet says so explicitly. Every other entity type does.

The status screen shows an EIN line. It reads not_started until a number is recorded against the order, which happens when a filing partner reports one. On the self-serve path the CP-575 letter you upload is your record.

Your paperwork after filing

The status screen holds two lists, and the difference matters.

Generated drafts are rendered fresh each time you select Download PDF. For an LLC you get Articles of Organization and an Operating Agreement; for a corporation you get the Certificate of Incorporation, Corporate Bylaws, a Founder Stock Purchase Agreement, and a Section 83(b) Election. Sole proprietorships and partnerships get none; the page says so rather than offering an empty file. Beneath the list sits the standing note: "These drafts are a starting point, not legal advice. Review them before you file or sign."

Stored records is the custody half: "A generated draft is a starting point; a filed record is proof." Use Upload a filed document for the Articles that came back stamped from the Secretary of State, the CP-575 letter, a certificate of formation or good standing, or ongoing state correspondence. This is the list a bank or a lender asks for. PDFs and image scans are accepted, up to 10 MB each.

Compliance calendar lists the recurring obligations your state imposes (annual or biennial report, franchise tax), each with its authority, its date, and an urgency badge that counts down and then reads overdue. Where an obligation is being tracked you get Mark filed, which records the filing date, an optional confirmation number, and an optional proof document pulled from your stored Documents. Recording a filing silences its reminders; there is an undo. Some states genuinely have no recurring filing, and the calendar says No recurring state filing rather than inventing one.

Registered agent and virtual address

These are the two services that actually receive things on your behalf, and they are worth separating.

A registered agent is a legal requirement: every state requires one to accept service of process and state mail at a physical in-state address during business hours. You supply the two-letter state. This is a yearly appointment.

A virtual address is a real street address for the business, the one you put on invoices, bank forms, and your website, with mail received and scanned to you. You can name a preferred city or metro, and the order shows the address once assigned. Also a yearly service.

To order either, open Launch Services, find the card, and select Get started (or Order another if you already have one). Enter your Business name and the rail's own fields, then select Place order.

What happens next depends on whether SaaSy has a partner connected for that service:

• Action needed, with the provider shown as Self-serve: SaaSy recorded your request and gave you Continue on the official site. You complete the purchase with that provider and pay them directly. This is a normal outcome, not an error, and it is what you should expect today.
• In progress, then Active, with the provider shown as Managed by partner: SaaSy placed the order for you, and the card shows the assigned address or agent details and the renewal date.

If a service has no partner connected at all, the card says so: "No partner is connected for this service yet, so we cannot place the order for you."

Official mail and the unread badge

Registered-agent and virtual-address orders deliver into one inbox, at Launch Services → Official mail. It is the first card on the Launch Services page for a reason: an unread summons outranks ordering another service.

The Launch Services item in the sidebar carries a number badge. That number is how many pieces of official mail nobody has marked as read. It disappears at zero, and it is suppressed rather than shown as zero if the count cannot be loaded.

Each item shows a classification badge (Service of process, State correspondence, Tax notice, or General mail), plus who it came from, when it was received, and an Unread marker. Select Download for the scan, and Mark as read to record that a human has seen it. After that the row shows when it was read.

Service of process is treated apart from everything else. An unread one is outlined in red, carries the line "You have been served. The deadline to respond runs from the date of service, not the date you open this," and raises a You have been served call-out on your main dashboard with Acknowledge and Open on each document. That is deliberate: the clock started when you were served, not when you opened the app.

Items reach the inbox because someone records them. Use Record a document at the bottom of the page:

1. Choose Arrived via: Registered agent or Virtual address.
2. Choose Classification. The help text under it explains what each one means.
3. Pick the order under Order it arrived on. If you have no order on that rail yet, the form says so and links you back to order the service first; mail is always filed against an order.
4. Optionally fill in Sender (optional) and Mail-piece ID (optional). Recording the same mail-piece ID twice files it once rather than duplicating it.
5. Attach the scan under Document and select Record document.

Recording a document notifies the workspace owner. Service of process is notified on its own, immediately, rather than waiting for a digest.

The other launch services

Three more cards sit on the Launch Services page, and they work the same way: fill in the form, select Place order, and get either a partner order or a recorded request with the official link.

Business phone number gives you a dedicated line you can forward to any phone, separate from your personal number. You can ask for a preferred area code and say where calls should ring. The order shows the assigned number, the forwarding target, and whether SMS is enabled.

Licenses and permits researches which licenses and permits your business actually needs, then files for them. Describing what the business does and naming a jurisdiction both make the research materially better, though neither is required.

Trademark, DBA, and S-corp covers guided filings of three kinds: Trademark, DBA (fictitious name), and S-corp election (Form 2553). Pick the filing type, then give the mark text or the fictitious name and a jurisdiction.

Domain registration is not ordered here; it lives under Settings → Domains.

How this fits with onboarding and your checklist

If you told onboarding that you have an idea but have not started a business yet, this is where that path continues: onboarding builds a workspace around the idea, and Form Your Company turns the idea into a registered entity when you're ready. See Getting started for that branch.

Your Lifecycle Checklist is the other half. It lists the steps for your industry, entity structure, and stage (registering the entity, obtaining an EIN, opening a bank account), and these two pages are where several of those steps are actually carried out. Getting started describes how checklist items complete.

Availability

Form Your Company and Launch Services belong to no industry pack module, which means no pack hides them and no toggle under Settings → Navigation turns them off. They appear under Operations → Work for every workspace, on every plan.

Everything ordered from these pages is a fulfilment service excluded from Starter, Growth, and Scale. Company formation, registered agent, virtual address, business phone number, license assistance, and legal filings are all bought individually, when you need them. Unlike a software add-on, there is no entitlement gate on the pages themselves: you can open the wizard, run a name check, and place an order on any plan, and you pay per service rather than per month.

The five Launch Services cards listed above are what these pages sell today. Other fulfilment services named in Modules, packs, and plans are bought elsewhere in the product or not yet orderable from this page, so treat the Launch Services page itself as the list of what you can order here.

Prices are not printed here. Formation and the launch services are purchased from Launch Services and from the formation wizard itself, and the current rates are at hellosaasy.ai/pricing. Where a service links you out to a partner, you pay that partner directly at their price, and state filing fees are always paid to the state and are never refundable.

See Modules, packs, and plans for how visibility and entitlement interact.

SaaSy is not a law firm and is not a legal or tax advisor. Confirm your entity type, your filing requirements, and your ongoing obligations for your jurisdiction with a qualified professional.